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Kore Private Wealth’s Sysco SYY Stock Holding History

Kore Private Wealth’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$269K Buy
3,806
+37
+1% +$3.08K 0.05% 200
2022
Q2 		$319K Sell
3,769
-179
-5% -$15K 0.05% 208
2022
Q1 		$322K Buy
3,948
+42
+1% +$3.4K 0.04% 232
2021
Q4 		$307K Sell
3,906
-3,732
-49% -$287K 0.04% 239
2021
Q3 		$600K Buy
7,638
+494
+7% +$37.7K 0.06% 211
2021
Q2 		$555K Buy
7,144
+185
+3% +$14.9K 0.06% 210
2021
Q1 		$548K Buy
6,959
+438
+7% +$34K 0.07% 178
2020
Q4 		$484K Buy
6,521
+432
+7% +$29.7K 0.07% 171
2020
Q3 		$379K Buy
6,089
+1
+0% +$58 0.07% 166
2020
Q2 		$332K Buy
6,088
+91
+2% +$4.79K 0.07% 170
2020
Q1 		$274K Buy
5,997
+1,120
+23% +$77.5K 0.07% 172
2019
Q4 		$417K Buy
4,877
+156
+3% +$12.6K 0.08% 160
2019
Q3 		$374K Sell
4,721
-510
-10% -$37.4K 0.08% 154
2019
Q2 		$370K Buy
5,231
+545
+12% +$38.8K 0.08% 152
2019
Q1 		$313K Buy
4,686
+3,423
+271% +$223K 0.07% 156
2018
Q4 		$79K Buy
+1,263
New +$85.2K 0.02% 301

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kore Private Wealth's SYY Position: Q3 2022 in Review

Kore Private Wealth increased its Sysco (SYY) stake by 0.98% in Q3 2022, buying an estimated $3.08K and bringing the position to 3,806 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #200.

Kore Private Wealth first reported a position in SYY in Q4 2018 and has held it in 16 quarters since. The position peaked at $600K in Q3 2021. 1,392 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Kore Private Wealth held 3,806 shares of Sysco worth $269K as of Q3 2022.
  • Kore Private Wealth bought 37 Sysco shares in Q3 2022, an estimated $3.08K.
  • Sysco made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #200 holding.
  • Kore Private Wealth first reported a position in Sysco in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Sysco position peaked at $600K in Q3 2021.
  • 1,392 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.